Original filing (PDF)20230922102654NAL0002966547001

OMAHA PHILANTHROPIC TRUST

Name: OMAHA PHILANTHROPIC TRUST — OMAHA PHILANTHROPIC TRUST 403(B) PLAN, Form 5500 (2022)
Creator: OMAHA PHILANTHROPIC TRUST

Form 5500-SF

FILING_RECEIVED

OMAHA PHILANTHROPIC TRUST 403(B) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMAHA PHILANTHROPIC TRUST.

Plan sponsor

Name

OMAHA PHILANTHROPIC TRUST

EIN

84-2566854

Address

10306 REGENCY PARKWAY DRIVE · OMAHA, NE · 68114

Phone

(402) 391-3190

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-07-03

Filed

2023-09-22

Pension benefit codes

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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